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Guide to Writing New York Self-Proving Affidavit

After completing the New York Self-Proving Affidavit form, the next step is to ensure that it is properly signed and witnessed. This will help to validate the document and make it legally acceptable. Follow the steps below to fill out the form accurately.

  1. Begin by entering the name of the testator, the person who created the will.
  2. Provide the date on which the will was signed.
  3. List the names and addresses of the witnesses. Typically, there should be at least two witnesses.
  4. Each witness should sign the affidavit, confirming that they witnessed the testator signing the will.
  5. Fill in the location where the affidavit is being executed, such as the county and state.
  6. Have the testator sign the affidavit in the presence of the witnesses.
  7. Ensure that all signatures are dated appropriately to reflect the date of signing.
  8. Finally, review the entire document for any errors or omissions before finalizing it.

PDF Form Specs

Fact Name Description
Purpose The New York Self-Proving Affidavit allows a will to be validated without the need for witnesses to testify in court.
Governing Law This affidavit is governed by New York Estates, Powers and Trusts Law (EPTL) § 3-2.1.
Requirements To be valid, the affidavit must be signed by the testator and two witnesses in the presence of each other.
Benefits Using this form can expedite the probate process and reduce potential disputes regarding the will's validity.

FAQ

What is a New York Self-Proving Affidavit?

A New York Self-Proving Affidavit is a legal document that allows a testator's will to be validated without requiring witnesses to testify in court. This affidavit is usually signed by the testator and witnesses in the presence of a notary public. It simplifies the probate process by providing a way to prove the authenticity of the will.

Why is a Self-Proving Affidavit important?

This affidavit is important because it can expedite the probate process. When a will includes a self-proving affidavit, the court can accept it without additional witness testimony. This reduces the time and complexity involved in validating the will, making it easier for the executor to manage the estate.

Who can create a Self-Proving Affidavit?

Any individual who is creating a will in New York can include a self-proving affidavit. The testator (the person making the will) must be of sound mind and at least 18 years old. Additionally, the affidavit must be signed by at least two witnesses who are also present when the testator signs the will.

What are the requirements for the witnesses?

The witnesses must meet certain criteria:

  • They must be at least 18 years old.
  • They should not be beneficiaries of the will to avoid any potential conflicts of interest.
  • They must be present when the testator signs the will and the affidavit.

How is a Self-Proving Affidavit executed?

The execution of a self-proving affidavit involves several steps:

  1. The testator signs the will in the presence of the witnesses.
  2. The witnesses then sign the self-proving affidavit, confirming they witnessed the testator's signature.
  3. A notary public must also sign and seal the affidavit, affirming that the signatures are valid.

Can a Self-Proving Affidavit be revoked?

Yes, a self-proving affidavit can be revoked. If the testator decides to change their will, they can create a new will that does not include the self-proving affidavit or explicitly revoke the previous will. It’s important for the testator to clearly communicate any changes to avoid confusion.

Where should a Self-Proving Affidavit be stored?

The self-proving affidavit should be stored with the will in a safe place. Common options include a safe deposit box, a fireproof safe at home, or with an attorney. Ensuring that the executor knows where to find these documents is crucial for a smooth probate process.

New York Self-Proving Affidavit Example

New York Self-Proving Affidavit Template

This Self-Proving Affidavit is based on the laws of New York, specifically New York Estates, Powers and Trusts Law (EPTL). Ensure this document is filled out accurately to facilitate the probate process.

By signing this affidavit, the undersigned affirm that the following declarations are true and correct:

  1. Testator Information:
  2. Name: _________________________

    Date of Birth: _________________________

    Address: _________________________

  1. Affiant Information:
  2. Name: _________________________

    Date of Birth: _________________________

    Address: _________________________

  1. Witness Information:
  2. Name: _________________________

    Date of Birth: _________________________

    Address: _________________________

The undersigned declare that:

  • The Testator signed the last will and testament in the presence of the Affiant and the witnesses.
  • All parties present at the time of signing were competent to act.
  • The witnesses have attested that they witnessed the signing of the will.

Additionally, the Testator confirms that this document serves as a self-proving affidavit, which is intended to bypass the necessity of witnesses at the time of the will’s probate.

By signing below, the Affiant affirmed, under penalty of perjury, that the statements contained within this affidavit are true.

Executed this _____ day of ______________, 20___.

_____________________________

Signature of Affiant

_____________________________

Signature of Testator

_____________________________

Witness 1 Signature

_____________________________

Witness 2 Signature